Cash Balance Plans Demystified 1 Credit
A Tax & Retirement Strategy for High Income Owners
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Are you a business owner looking for a powerful way to enhance your retirement savings while optimizing your tax benefits? Cash balance plans are becoming increasingly popular, and they are great plans for the self-employed. With many business owners looking for significant tax deductions, asset protection, and the ability to make sizable retirement contributions, cash balance plans make great options.
This CE Course will dive into how CBPs work, how they are structured with 401(k) plans to provide substantial tax savings, and the flexibility they offer to both business owners and employees. Whether you're aiming to maximize your retirement contributions or reduce your business’s tax burden, this session will provide valuable insights on how to integrate these strategies effectively. In this CE Course we will also cover investment options ranging from mutual funds to fixed income annuities, and how CBPs provide flexibility to cater to diverse risk tolerances.
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Join this CE course to discover how Cash Balance Plans can significantly boost your retirement savings while optimizing tax benefits. Gain expert insights on setting up and managing these powerful plans to secure a financially sound future for your business and employees.
For more CPE Courses on Retirement, Click here.
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Richard has over 30 years of experience as an entrepreneur and financial advisor and gained access to some of the foremost tax planning experts in the world. He has helped hundreds of clients reduce their taxes. Of these clients, most received tax reductions in the hundreds of thousands of dollars, and select clients received 7 figures of tax savings.
He is passionate about massively lowering taxes for business owners and affluent families by working with them and his highly qualified professional tax team.
Richard and his partners deliver retirement plan expertise with results for business owners you won’t find on Main Street.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JL
Very good seminar. One of my clients setup one of these plans and it was new information for me. Good information.
AL
Interesting topic
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